401(k) · DOL Form 5500 · 2023
Harold Reese Custom Jewelry, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $2.1M
- Avg per participant High balance/head
Official DOL plan name: Harold Reese Custom Jewelry, Inc. Employees' 401(k) Plan · Sponsored by Harold Reese Custom Jewelry, Inc. · Texas · Retail Trade
$4M in assets, 2 participants
Harold Reese Custom Jewelry, Inc.'s Harold Reese Custom Jewelry, Inc. Employees' 401(k) Plan reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 41st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #4,398 in Retail Trade (8,414 peers)
What the 2023 filing shows
Harold Reese Custom Jewelry, Inc. Employees' 401(k) Plan holds $4M for 2 participants - about $2.1M per participant, in the lower half of filed plans by assets.
- #4,398
- in Retail Trade (8,414 peers)
- +5.7%
- assets growth YoY
Harold Reese Custom Jewelry, Inc. Employees' 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
Harold Reese Custom Jewelry, Inc. Employees' 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,271,057 41st percentile higher than 41% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Harold Reese Custom Jewelry, Inc. Employees' 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harold Reese Custom Jewelry, Inc. Employees' 401(k) Plan is a micro filing (2 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 742189983 · Harold Reese Custom Jewelry, Inc. PY 2023 · 401(k)
Harold Reese Custom Jewelry, Inc. Employees' 401(k) Plan · $4M · 2 · 41st
- EOY $4M
- EOY 2
- EOY 41st
- EOY 401(k)
- EOY near Miba Sinter USA Hourly 401(k)
- EOY ind #4398
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in Texas →
Harold Reese Custom Jewelry, Inc. Employees' 401(k) Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $228K |
| Employer EIN | 742189983 |
| Plan Effective Date | 1983-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Harold Reese Custom Jewelry, Inc. Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Miba Sinter USA Hourly 401(k) in OH ($4M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.